HomeMy WebLinkAbout94-00416
I,
~'l ,
\
'I'" ,
.,1''.'''11
' ,
",
,Ii
d'
,
,
, (',)
,'f.
>
I,
"j,
"
! ~ I" 't \'
"",,
, "
, ,
":,
"
..
,
,
,'\' ,
I;',
'I,"
'"
.','
!,;(,','
l', "
;",
.,';
\':,'
, ,
"~,
,
""1,,
",
, I
,",
'"
"
", , ... ' ~ ':'
, ,- ", ,
" " " "
. '"
, ,~ ~ d ,
; . I
, " , ,
.' \ ,
,"~
I
'.','
~
I
,
.;r'
""
,\:lj <.
,II . 'i
.
,,\
,
"
" ~;
, l<: \'. . ~ (
,,' " I'
'I'
, :.~ f
",I
'.
'1,:\'
'"
"
"
,," 1""',1
.1"1 I. '1,
'1 ~ ' ,
"
"
"
" '~
"
",,:
"I
"',,
"!
t") t'
" "
"
"
,',
',] .1.'
,.,'~{.\
~\';'. (,
"I,
,.
,',
"\:t, ,I
l';
,"
,.
,\ \\,1
/' ,
.. ~,
I"!
"
'\
"
, 11\
{"',I" ',"
',"1
'.
.'
i I, \ ~.'
"'II':
S', "
"
'.,
: t \1
,\. 'I"
" \/
,,' ,~,jI'
. ". ,';
",,'!!;,(;
:j :,'(':1,',:
"II.,'
j. "
,
,,'
"'il.
, "
"
,./:
, ",'
"
I I,
:, I
,I"
;1' 'L,
.: f : .~ '(, 'J .
,
,,'
...
,', 'I.: Vi,., ' j.
~(']": "', t.' (.f
r II". )~\fl~~\j;'\
:,'iI,(I',',' :,';;,'
.',1': ',0'
, ,
,I'
'1,1
"i,
"
,.
,',
, ( I : ~! I) II \,
J. ,I
1;"./' .,
:,1
I'
" I '\ ~ I" ; , I
. ,
,..
'11,
"
\ " t
,
II' '
,..,l I'
ill.
'\1"1'
: '
'". 'II
,,~::l .\'; \,:" ':'
. I~, 'J J
\1.,
.',;
'j',
, j ~ . I
..'
I'
,I'
'I.
I'.,'"
,
, ,
'''.
".
"
.. ,
.J','
"
,.
" ,
" '.
,I"
"
"
"".1\ .'
:l,t
: \.'~
,.1r:':
'1.1,
.1
,1;'
"
,
,"
'..
H . ~
i.,I'
;".1',
),1',
'1.'
'\:1
, ,e
'I
",'
.',
"
'.' , "', ".,
;, ., 'h' '.'11 ~ II'" \"1 ,>
J' '/" Ii. :'I';.'<~,~~I::'1 'I_
I' '.' "1:\' ',l, ,'1
I 'I"',
",' I'
,'I""
"'\ 'I"""
',:',1'. :'1'
!,.
.'
,',
."
i'
I ~ ) "
, "
I'
11\'"
,"
I
;1
I: , "'I. ~'
':1
,
. I
,i'I...,;( I,
I, if1r ('I', I:
.. ,'I' "\,jr 1\11~ l.Jl "1
tit,,"" rl'H_, I
11'/'\1",,\1 'I! (' \ ~', (
, ~ ,1 '1\< \ ,{ \\ 'I
."
''-,'I
"
IIV.1500/K.111.911 ,
.... . \
~ C}.~~.~
, '~~~
COMMONWIALlH 0' 'INNSYlVANIA
OIPARTMIHT 0' RIVINUI
om. lI06DI
HAIR,SlUIO.'A 171l1.Q6DI
Il} .,:J,(fl- 1/
INHERITANCE TAX RETUMf
RESIDENT DECEDENT
(TO BE PILED IN DUPLlCAN
WITH REGISTER OF WILLS)
~!
III Q
o Z
u 2
z
o
i
z
o
g
~
o
u
S
.A
186-28-68171>
lATH I DATI 0' IIRTH
02-21-94 09-15-1895
o 2, Suppl.m.nlal R.lurn
Co.
~ 1. Original R.lurn
c-
POllDATUO'DIAIHAm'l21~lI" CHICKHU I
IrA'I'OUIAL 0 I
I'OVIITT CIIDIT II CLAIMID I
P1U HUM'"
21 91, 116
COUNTY CODE YEAR NUM8!
1239 E. I.iHburn Rd,
Hech/lnicHburg. I'A 17055
CUIllI",rl/lnd County
o 3. R.malndor R,'urn
Ifor dalll a' d.alh prlorlo 12,13.8:
rJ 5. F.doral Ellol. Tax
R.lurn R.qulrtd
_ 8. Tolal Numb" of Saf. D.polil Bo.. ,
o 4. Umlt.d Ellal. 0 40, Fu/uro Intorlll Comprolnh.
Ifor dolt. a' doalh aftor 12.12.821
0Cl 6. O.c.d.nl DI.d T.llal. 0 7. O.c.d.nt Malntaln.d a L1Ylng Trull
(Altach copy a' WillI (Altach copy of Trulll
ALL CORRUPONDINCIAHD CONPlDINTlAL TAX INfOllMAno....HOULD'.-.mo TOI
AM L A A en
Ch/lrleH H, Stone, EHquire
N M
Stone LnFaver & Stone
414 Itrldge Street
New Cumberlnnd. I'A 17070
-'- 717 I 771,-7435
( 6)
(7)
37 .166,48
1. R.al Ella" {Sch.dul. AI ( 1)
2. Slackl and BondI ISch.dul. B) ( 2)
3. C'al.'y H.ld SlocklPartnorlhlp Inl.rtll(Sch.dul. q (3)
4. Martgagll and No'" R.colyabl. (Schtdul. 0) ( 4)
5. COin. Bank D.pa.ltl & MI,c.llantcul P.nanal Prop.rty( 5)
(Schtdul. EI
6. Jolnlly Own.d Prop.rty (Sch.dul. F)
7, Tranl'.n (Sch.dul. 0) (Scn.d"I. l)
8. Tolal Grall ,1.11.11 (Iotalllnll 1.7J
9. Funor.1 exp.nlll, Admlnlllrolly. COllI, Mllcollan,oul ( 9) .
Exp.nltl (Sch.dul. HI
10, D.bll, Mort gag. Uabllltlll, U.nl (Schtdul. I) (10)
11. Talal D.duC1lonl (10101 linll 9 & 10)
12. Ntl Valut a' Ellalt I"n. 8 mlnul IIn. 11)
13. Cnarltabl. and Gayornm.nlal BoqU'111 (Schtc/ul. JI
14. N.I Valu. Subject 10 Tax (IIn. 12 mlnul ~.!11
15, Amaunl a' lint lA laxabI. at 6% ralt
llnclud. yalulI 'ram Schtdult K or Sch.dul. M.)
16. Amounl a' lint lA laxabl. 01 15% ral.
(Includ. yalulI from Schtdul. K or Sch.dult M.I
17. Principal lax du.(Add lax 'ram lint 15 and from Iin. 16.)
18. Credltl Spou,al PaYllly Credll Prior Paym.nll DI,caunl
+ + 88,80
19. If lint 18 II grecrttr Ihan lint 17, tn1tr Iht dlfferenco on lin. 19. Thll IItht OVERPAYMENT.
1110
20. If lin. 1711 ~roaltr Ihan Iin. 18, .nlor th. dIH"tnc. an lint 20, Thllll tho TAX DUE.
A. Ent" tho Intor." an Iht bolanct duo an Iin. 20,1.,
B, Enltr Iht latal of lin. 20 and 20,1. ~n Iin. 20B. Thll II tho BALANCE DUI.
Mak. ChICk Payabl. tal Rttl"" of WillI, AII.nt
. ..SUU:TQ:,,"IWIl:AU..QUanOMl\OH'IIV~TO'RICHICK.MA1lt.... . .
Under p.nalllll a' por,ury, I dodaro Ihall ha.. ..omln.d Ihll rolurn, Indudlng accompanying ,chtdulll and lIaltmtnll. and 10 Iht b.1I of my knowl.dgo and boliof
it II IrUI, corr.ct and campl.t.. I dICIer. that all ,.01 I.'af. he. bun r,part.d ar true marh, valu.. Dedarallan of pr.par., olh., than ,hi plrlanal repr!l'nlorlve II
balOd on nlllnfarmatlon uf which proparor hOI any knowl.d t.
l'ONATJAE I A 1239 E, LiHhurn Rd" Heehill1!eHburg P^ .
;,J,htl:1 AOOI'5S I' 0 I' v I N
. ,. leh', lOW
7.505.00
61.97
(15)
29.599,51
(16)
(11I.de I..,,.,'., yuu u,r. II'fIUl'\11I1t1 II r1.fu~lIllJf VUlI' IIVI'ffU;YIIII'III
,
( 81
37.166.48
(II)
(l2J
(13)
(14)
lC .06.
7.566,97
29.599,51
29.599.51
1,775,97
lC .15 a
(l7J
1.775.97
Inl.ro,1
(18)
(1Y)
88,80
(20) _
(20,1.)
(20BI
1.687. 17
1,687.17
W9!9L(
DA
IIV.lSO: IX. II.",'
COMMONWIAUH 0' 'INNlm'ANIA.
IHHUI'ANC' lA. '''UIN
'UIOINI DleIDIN'
SCHEDULE F
JOINTLY-OWNED PROPERTY
ISTATE OP
SARAH F. HOFFNAN
I PILI NUMBIR
Joint '.nanl(')1
NAME
A, Harry S, Hoffman
ADDRISS
1239 E. Lisburn Rd,
Nechanicsburg, PA 17055
RILATIONSHIP TO DECEDeNT
Son
.. Doris J. Hoffman
1239 E. Lisburn Rd,
Nechanicsburg I'A 17055
Daughter
C.
Jolntlv.own.d prop.rtVI
LInER DATI
ITEM fOR TOTAL VALUE DEeD'S DOLLAR VALUE Of
NUMBS! JOINT MADE DESCRIPTION Of PROPERTY Of ASSET % INT. DEceDENT'S INTEReST
TENANT JOINT
" A & 8 12/01/74 PNG Checking Account
115140029545 -
Principal, $19,715.03
Interes t, 12.88 $19,727.91 33.3% $ 6,575.97
2. B 04/16/83 PNC Savings Account
1/5130105655
Principal, $52,084.26
Interest, $88.62 52,172.88 50% 26,086.44
3. B 04/12/8~ PNC - Certificate of Deposit
111163180017434
Principal, $9,000.00
Interest, $8.14 9,008.14 ,.50% 4,504.07
-
TOTAL (Aho Inll' on IIn. 6, Rlcopltulallonl S 37,166.48
(II more spaco i, n..d.d inllrt addi/ionollh.." 0/ ,am. Ii..)
..
.'V.UII U..l"'.'
i J
' ,.- ,
~. .~
.~ :JJ.:
COMMONWIAlTH 0' PINNSYlVANIA
INHI!ITANCI TA! !IlU!N
!UIDINT DICID~NT
o
SARAH F. HOFFMAN
SCHIDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
Funeral Exp.n"I'
Beaver - Urich Funeral Home - funeral expenses
,$ 5,522.00
','
B. Admlnlllrallvl COlt11
1. P.nonal R.pr...ntallve Commllllonl N/A 'I
Social Security Numb., of Personal ReprellnlallvlI
Year, Commlulonl paid
2, Attorney Fell Stone LaFaver & Stone 1,858.00
3, Family Exemption
Claimant R.latlonlhlp
Addrlll of Claimant 01 docedent', dealh
Streel Addrell
City State Zip Cod.
4,' Probate Fill Filing Inheritance Tax Return & Invont.ory ($25.00) 25.00
C. Mllclllanloul Expen"ll
1. Reserved for closing expenses 100.00
-
TOTAL (AlIa enter on line 9, Recapltulatlonl
(If more Ipaull n..d.d, In..rt addUlonal Ihllll of lame Ilnl
S 7,505.00
.".'.;."
,;{ \) (I
o
REV-1547 !X AFP 110093*
COHHOHWEAlT" Of' PENNSVlYANIA
OEPARTHENT OF REVENUE
IUR'AU OF INOIYIOUAl lA'ES
DEPT. 110601
HARRISIURG, PA 11121-0601
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLDWANCE
OF DEDUCTIONS, AND ASSESSHENT DF TAM
ACN 101
DATE 09-06-94
FILE NO. ,-
DATE OF DEATH 02-21-94 COUNTY CUMBERLAND
--
NOTEt TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REOISTER OF HILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
CHARLES H STONE ESQ
STONE ETAL
414 BRIDGE 5T
NEW CUMBERLAND PA 11010
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
r
AMount RIMittld
-
CUT ALONO THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:isfi'i-E;("AFP--m-:93Y-NOYiiJr-o'F"INHEiiii'ANCi-i'XX-APPR'A-iSEifEN'r;-,u:rciwANCi-iili"'''' 0"'_... m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFFMAN SARAH F FILE NO. 21 94-0416 ACN 101 DATE 09-06-94
TAK RETURN WAS I (X) ACCEPTED AS FILED
I ) CHANGED
RESERVATION CONCERNINO FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, Rool Elbb (Soh.dull A) lI)
2. Stookl .nd Bondi (Soh.dul. B) 12)
3. Clol.ly H.ld Stook/Plrtn.rohlp Intlr..t (Soh.dul. C) (3)
4, Hortglg.I/Not.1 R.o.lvlbll (Sohldull D) (4)
5, Cooh/Bonk DlPOlitl/Hllo, Plrlonll PropIl'ty (Sohldull E) (5)
6, Jointly Ownld Proplrty (Sohldull F) (6)
7, Trlnlflrl (Soh.dull GI (71
8, Totll A..lto
,00
.00
.00
,00
,00
31,166.48
,00
(8)
31,166,48
APPROVED DEDUCTIONS AND EXEMPTIONS,
9, FUnlrol E.plnIII/AdMlnl.trltlvl Coot.1
HllolUonloul E.plnoo. I Sohldull H) (9)
10. Dlbto/Hortgogl L1obllltloo/Llln. (Sohldull II (10)
11, Totll Dlduotlon.
12, Nit Volu. of TI. Rlturn
13, Chlrltobll/GovlrnMlntl1 Blqul.t. (Sohldull J)
14, Nit VIlul of Eltoto Subjoct to TI.
1,505,00
61,91
lIl)
(12)
(13)
(14)
1,566,91
29,599,51
,00
29,599.51
NOTE I
If an a.....m.nt wa. i..u.d previou.ly, lin..
r.fl.ot figur.. thet includ. the total of ALL
A88ESSMENT OF TAXI ---
IS. AMount of Llnl 14 tl.lbll It 6% rltl (IS)
16. AMount of Llnl 14 tl.lbll It 15% rlto 116)
17, PrlnolPll To. DUI
TAX CREDITS I
PAYHENT
DATE
14, 15 and/or 16 and 17 will
returns a.....ed to date.
29,599.51 W.06'
, 00 W, IS .
lI7)
1,115,91
,00
1,115.91
RECEIPT
NUHBER
DISCOUNT (+)
INTEREST (-)
AHOUNT PAID
05-04-94
886029
88.80
1,681,11
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1,175.91
.00
,00
,OJ
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
( IF TOTAL OUE IS LESS THAN ai, NO PAYHENT IS REQUIRED,
IF TOTAL OUE IS REFLECTED AS ^ "CREDIT" (CR), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
",
',0'
"
\'
, ,
i' ':'
,I
" " () to)
! (" V; , "(")
,
I\. .' ," If"
" I' " ,
" I"
.';'J
"j,
I
, " ".
, , , 'i
) .+ /.:] , "
,
,
"
','
RESERVATION I Eat.t.. of dtOldtntl dYing on or blfar. Ole,Ib" 12, 1'" ~. If inY fut~r. Int.r..t In the I.,.'t I, t'In,farred
In POI.Illlon Dr '"Jov..nt to CSD" I (0011It,r.l) bln.flat,rl.. 0' the dlcedent .f',r thl .~plr.tlon of tnv "'It. for
11'. or for Vlftr., thl COIIOnWIllth hlr.bv .~pr"llv r...rvI' thl right to appral.. and ...... tronl',r Inhlrlt~. Tlx.,
at the l.w'ul ct,.. I (col1,t,r.l) rat. on any ,uch future lnt.r..t.
PURPOIIl OF
NOTICEI To fulfill thl rlqulrl..nt. of Slot Ion Z\~O of thl lnherltlne. Ind E,t,t, Tlx Act, .ot 22 of 1991. 72 P.I.
StoUon 2140,
PAVMENTI Deteoh thl top portion of thl. Hotlc. end tubllt with your ply..nt to thl Rlgl.t,r of Willi prlntad on thl rav.r.. .Ide.
"Htkt ol1tok ur 10nt. order p",bh to! REOISTER OF NILLS, AGENT
All plvlent. rlcelved ,hell flrlt be .ppllld to Iny Jnt.r..t which .IV b, due with _ny r..,Jndlr applied to thl tlX.
REFUND (CR)1 A r.fund 0' . tlM crldlt, which WI' not r'qullted on thl TIM Return, I.Y b, r'quI.t.~ by oo.,l,tlnl ftn "App110atlon
for R,fund of PIMlvlv."l, 1nh.rltlncl end Elt". 'T.x" (REV-UU), Appl1cltlcn, Ir. IVlll1blt It thl Offlol
~, the RIgl,t,r of Willi, tny 0' thl 23 RIVlnUI Dlltrlot O'flo.., or by ell11ng thl .plolt. 24-hour
answering '.rvlcl nulber. 'or for.. orderlngl In Penn,vlvlnt. l-aOO.!6~4Z0S0, out.ld, Pennlylvanl, end
within Jocll Harrtsburg .r.. (717) 787-8094, TOO. (111) 772-2252 CH..rlng rep,lred Only),
OeJECTIONS, Any p.rtv In Int.r..t not .,tllfled with thl .ppt.l....nt, .11owlnet or dlsallowlncl 0' deductlon., or ........nt
of tlX (Including dl,count or Int.rl.t, I' .hown on thll Natlcl .u.t abjlct within Ilxty (60) dlYI of recllpt of
thh Noll" b.o
--wrlUln protISt to thl PA D.p.rt..nt of RIVlnul, laird of App..l., OEPT. 211021, Hlrrhbllrg, PA 11121-1021, OR
.~'I'GUon to hive the uUQr d.t.r.ln.d .t ludlt of thl laGooot of thl p.r.onll rlpr...nhUvl, OR
--appell to the Orph,n,' Court.
ADHIH
IITRATIVE
CORReCTIONS I FfCtu,l 'rrar~ dl.cov.r.d on thl. ........nt .hould bl Iddr"'ld In writing tal PA O.p,rt..nt of R'v,nue,
lurleu of IncUvldul1 TlIC", ATTNl Polt A.......nt R.vllw Unit, OEPT. 210601, H.rrhburg, PA 17UI-0601
Phon. (717) 787-6'05. S.. plRl S of the bookl.t "In.tructlon, for Inh.rlt.ne. Tex Rlturn for. R..ldent
Dtoldlnt" (REV-IS01) for an IlCpltnltion of Idlinl.trltlv.IV Gorrlct.bl. .rror..
. DIICWlT I
IHTERESI 0
If any t.x due I. Plld within thr.. (3) o.l.nd.r lonth. eft,r th. dlc.dent'. dtlth, . flv. p.rcent (5~) dl.count of
tM t.x Plld It .Uowed.
Int.r..t It ch.rttd b.glnnlng with flut d.v of d.lInctl*NJV, or nlnt (9) ,onth. .nd ant (1) dlV frCHI the d.t. of
de.th, to th. d.t. of PIY'tnt, T.x.. which b.c." dellnqu,nt b.for. Janu.rv 1, 1982 b..r Int.r..t It thl rlt. of
,jx (6~) p.relnt p.r ftnnUl Gllculet'd It a dlllv rlt. 0' .000164. All tllC" which bIOI" delinquent on and .ft.r
J,"'~rv I, 1"2 will b..r Int.r..t It . rlt. which will v.rv frol o.lend.r VOir tn a.llndlr v..r~lth thlt r.t.
announold by the PA Oaplrt.lnt of R'VlnUI. Th. applletbl. lnt.rl.t rlt.. 'or 1'12 through I"~ .r.,
!!!! Int. rut R.t. 2!!!! Int~rl,t F~ :!!!! Inter"t Rlt. Dill. Intlr..t F.etor
1912 !OX .0005~1 1916 10l( ,00027~
1981 16l ,000~SI 1917 9X ,0002~7
1916 m ,000501 1981'1991 IU .oonol
un m ,000SS6 1992 9X ,0002~7
1995-199<1 7X .000192
""Interllt it a.lcul.ted .. folloWII
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
""Anv Hottoe 1.lutd a't.r thl t.~ blaOI.. d.linquent will r.fl.ot 1M Int.r..t oaloulatlon to fl,t.." (11) day.
b.vond tht dati of thl ......alnt. If plv..nt I. .ad, .ftlr tht Int.rl.t aotputltlon dat. 'hown on the
'NoUe., additional Inter"t IN.t bl a.lcullt.d.